How do I Set Default Value for the Text Area in Invoice App?

The default value is one of the field properties in Master Layout. This feature allows you to define the default text in the Text Area field which can be modified/updated in the create/overview page of the Invoices app.

The following steps will give you a fair idea about how to define a default text in the Text Area.

Steps to Set Default Text Area

• Log in to Apptivo and access the Invoices App from the universal navigation menu bar.
• Click on the “More icon(...)” and navigate to the “Settings → Customize App → Master Layout” from the app header bar.

• Click on the custom text area field. You can set the “Default Text” in the Inspector tab. For Instance: Notes to Customer.

• You will view the inspector column at the right side in which you would find the field properties.
• Define the default text for that field to be shown in "Default Text" properties under the "Standard Behaviour" section by entering the text in the default text area that pops-up.

• Click on the "Save" option.
• Save the updated layout.
• Now you can view the default text in the “Notes to Customer” field while creating a new invoice and also it will be viewed on the overview page.